March 2020
Fund Research
Schroder Oriental Income

SOI offers access to the exciting dividend growth story in Asia…

Fund Research
Augmentum Fintech

AUGM has a unique private-fintech mandate, currently trading on a 50% discount to historical NAV…

Fund Research
Scottish American

With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…

News & Events
City Merchants High Yield Trust Limited update

In light of recent unprecedented global market events, the Board and the Manager wish to provide an update to shareholders on activity within the portfolio...

News & Events
Invesco Enhanced Income Limited Update

In this very challenging time, an update from the Company’s portfolio manager is set out...

Strategy
Of mice and men

Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…

Features
An approach to governance: creating long-term value for our clients

James Goldstone outlines why they advocate for proper and effective corporate governance and sustainable business practices within the Invesco UK Equities team...

Fund Research
Invesco Income Growth

A well established equity income fund with a strong emphasis on the sustainability of dividends and a cautious approach to the prevailing macro environment...

Strategy
Their darkest hour?

We update our shortlist of discount opportunities...

Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...

Features
Driven by the prospects of businesses

Ciaran Mallon, UK Equites Fund Manager, describes his investment philosophy and why it’s more about picking the shares that go in the portfolio than about taking big economic views...

Features
Investors put biotech under the microscope as Coronavirus bites

Advanced genetic technology has already helped accelerate progress toward a cure for the influenza pandemic...

Fund Research
JPMorgan Indian

JII owns a portfolio of high-quality companies benefitting from India’s dramatic secular development…

Strategy
The importance of buying earners*

Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...

News & Events
Results in focus: Oakley Capital Investments

Oakley Capital Investments (OCI) released a strong set of results this morning, delivering shareholder returns of 56% over the year to Dec 31, 2019...

Features
Seeking big opportunities in UK smaller companies

Whilst the shape of the UK economy shouldn’t be the defining factor to a firm’s share price performance over time, it can certainly make a difference to the smoothness of the ride. Jonathan Brown a...

Fund Research
JPMorgan Asia Growth & Income

JAGI has generated significant outperformance in recent years and offers an attractive yield…

Features
Lessons from the coronavirus: keep things simple when it comes to investment

With two major shocks hitting global markets so far in 2020, the case for a straightforward approach to investment has been thrown into relief...

Fund Research
TwentyFour Income

TFIF is a rare way to access a high-yielding asset class…

Spotlight
Results in focus: Alliance Trust

The once sleepy global equities giant released a strong set of annual results this morning, beating its benchmark, reducing its costs, and increasing its dividend for the 53rd consecutive year…

Strategy
Don't panic: the case for investing in Asia this ISA season

We examine the relationship between stock market and GDP growth, before debating the case for an allocation to Asia...

Fund Research
Aberdeen Standard Equity Income

ASEI targets above-average income and capital growth with an index-agnostic approach...

Fund Research
Greencoat UK Wind

Recent de-rating, but prospects appear undimmed…

Features
Three real world examples of the value-creating powers of private equity

At their core, private equity trusts like NBPE create value by supporting growing companies - here, we discuss three such companies and how the investments worked...

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.